PipelineDeals Help Center

Archive Deals

Archiving deals will remove them from your report totals on the Deals and Report tabs. There are two ways to archive deals:

Deals tab - Check the box next to the deal or deals you want to archive (1), then click More and select Archive (2). You can also choose to unarchive deals using bulk actions.

Deal profile - Click Actions, then click Archive (1). If the deal is already archived, you will see the option to unarchive within the Actions menu.

You can find archived deals by filtering the Archived field to Yes. If you do not see the Archived field, you will need to add it by (1) selecting Add/Remove Columns and (2) selecting the checkbox next to Archived.